CHGX vs EQTY
Stance Sustainable Beta ETF vs Kovitz Core Equity ETF
Which is better, CHGX or EQTY?
Each has led over a different period.
CHGX has a lower expense ratio. CHGX led over 1Y, EQTY over 3Y and the full window. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 42.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CHGX | EQTY |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.99% |
| AUM | $179M | $1.4B |
| Dividend Yield | 0.55% | 0.02% |
| Holdings | 203 | 39 |
| YTD Return | +22.46%Best | +9.33% |
| 1Y Return | +21.64%Best | +11.81% |
| 3Y Return (annualized) | +5.46% | +18.66%Best |
| 5Y Return (annualized) | +0.19% | - |
| Volatility (annualized) | 23.7% | 12.9%Best |
| Max Drawdown | -47.3% | -17.3%Best |
| $10,000 over 3.9 years | $12,150 | $18,275Best |
| Top 10 Weight | 11.8%Best | 42.4% |
| Fund Family | STANCE Capital | Kovitz Investment Group |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Dec 28, 2011 |
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Dec 12, 2022 to Oct 23, 2026 (3.9 years).
CHGX vs EQTY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.9 years both funds cover.
CHGX vs EQTY Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and Kovitz Core Equity ETF (EQTY) is an ETF from Kovitz Investment Group. Over the past year CHGX returned +21.64% while EQTY returned +11.81%. Year to date, CHGX is up 22.46% versus a gain of 9.33% for EQTY.
Over three years, CHGX compounded at +5.46% per year against +18.66% for EQTY. Across the full 4-year window we track, EQTY has the edge at +16.72% annualized vs +5.12%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CHGX has been the more volatile fund, with annualized monthly volatility of 23.7% compared with 12.9% for EQTY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -47.3% for CHGX and -17.3% for EQTY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CHGX charges 0.49% per year while EQTY charges 0.99%. On a $10,000 position that is $49 vs $99 annually, a gap of $50 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 0.02% for EQTY.
Holdings Overlap
12.9% of CHGX's money is in holdings EQTY also owns. 34.2% of EQTY's money is in holdings CHGX also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 101 positions we hold weights for in CHGX and 38 in EQTY, against full books of 203 and 39.
What only one of them owns
Our book lists 24 positions for EQTY that do not appear in our book for CHGX (61.4% of the fund), and 88 for CHGX that do not appear in EQTY (87.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CHGX | Weight in EQTY | Difference |
|---|---|---|---|
| SCHWSchwab Strategic T | 0.90% | 4.57% | 3.67% |
| VVisa Inc Class A | 0.96% | 4.50% | 3.54% |
| AONAon Public Limited Company Cl. A | 0.88% | 3.94% | 3.06% |
| CARRCarrier Global Corporation | 0.95% | 3.65% | 2.70% |
| SPGIS&p Global Inc. | 0.93% | 2.77% | 1.84% |
| KEYSKeysight Technologies Inc. | 1.13% | 2.52% | 1.39% |
| NFLXNetflix, Inc. | 0.87% | 2.54% | 1.67% |
| AMATApplied Materials, Inc. | 1.14% | 2.05% | 0.91% |
| ANETArista Networks Inc. | 1.06% | 2.01% | 0.95% |
| CRMSalesforce Inc Crm Us Equity | 0.95% | 2.06% | 1.11% |
34.2% of EQTY is already inside CHGX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHGX or EQTY?
CHGX has an expense ratio of 0.49% while EQTY charges 0.99%. CHGX is the cheaper option, by $50 a year on a $10,000 investment.
Which performed better, CHGX or EQTY?
Over the past year CHGX returned +21.64% vs +11.81% for EQTY, so CHGX leads on 1-year performance. Over the longest common window we track (4 years), CHGX annualized +5.12% vs +16.72% for EQTY. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CHGX or EQTY?
CHGX has been the more volatile fund at 23.7% annualized versus 12.9% for EQTY. Worst drawdown: CHGX -47.3% vs EQTY -17.3%.
Should I hold both CHGX and EQTY?
CHGX and EQTY have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CHGX and EQTY?
34.2% of EQTY's money is in holdings CHGX also owns. 34.2% of EQTY's is in holdings CHGX also owns. They hold 13 positions in common, counted across the 101 positions we hold weights for in CHGX and 38 in EQTY.
Which pays a higher dividend, CHGX or EQTY?
CHGX yields 0.55% while EQTY yields 0.02%, so CHGX currently pays the higher dividend yield.
Is EQTY better than CHGX?
CHGX has a lower expense ratio. CHGX led over 1Y, EQTY over 3Y and the full window. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 42.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.